Hood River Capital Management LLC portfolio
Managed by . 167 reported positions worth $10.0B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| CAVA | CAVA GROUP INC | $95.4M | 1,179,441 | 0.96% |
| PTGX | PROTAGONIST THE | $87.4M | 829,285 | 0.88% |
| USAR | USA RARE EARTH INC | $79.4M | 4,242,941 | 0.80% |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $66.2M | 1,056,534 | 0.66% |
| KEX | KIRBY CORP | $61.7M | 464,322 | 0.62% |
| PLMR | PALOMAR HOLDINGS INC | $50.9M | 426,046 | 0.51% |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $49.0M | 516,966 | 0.49% |
| KNF | KNIFE RIVER CORP | $41.7M | 510,622 | 0.42% |
| LIVN | LIVANOVA PLC | $40.5M | 636,540 | 0.41% |
| RCAT | RED CAT HOLDINGS INC | $39.7M | 3,033,005 | 0.40% |
| XENERGY REACTOR COMPANY | XENERGY REACTOR COMPANY | $33.5M | 2,304,559 | 0.34% |
| OKLO | OKLO INC | $29.2M | 589,294 | 0.29% |
| MMED | MINIMED GROUP INC | $22.5M | 1,505,778 | 0.23% |
| YSS | YORK SPACE SYSTEMS INC | $21.9M | 988,510 | 0.22% |
| FTAI | FTAI AVIATION LTD | $21.7M | 88,628 | 0.22% |
| CRVS | CORVUS PHARMACEUTICALS INC | $19.5M | 1,335,109 | 0.20% |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $13.5M | 398,711 | 0.14% |
| BOBS | BOBS DISCOUNT FURNITURE | $11.1M | 947,984 | 0.11% |
| MWH | SOLV ENERGY INC-CL A | $9.4M | 312,255 | 0.09% |
| URG | UR-ENERGY INC | $9.3M | 6,234,841 | 0.09% |
| EKSO BIONICS HOLDINGS IN | EKSO BIONICS HOLDINGS INC | $8.9M | 133,636 | 0.09% |
| OFRM | ONCE UPON A FARM PBC | $6.8M | 418,131 | 0.07% |
| LYTS | LSI INDS INC | $5.8M | 313,650 | 0.06% |
| SSII | SS INNOVATIONS INTERNATIONAL | $4.2M | 833,333 | 0.04% |
| SGHC | SUPER GROUP SGHC LTD | $3.9M | 360,000 | 0.04% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CIEN | CIENA CORP | $106.1M | 453,779 | 0.00% |
| CWAN | CLEARWATER ANALYTICS HDS-A | $103.8M | 4,304,707 | 0.00% |
| GSAT | GLOBALSTAR | $75.6M | 1,238,132 | 0.00% |
| RVMD | REVOLUTION MEDICINES INC | $75.3M | 945,585 | 0.00% |
| EWBC | EAST WEST BANCORP INC | $71.4M | 635,682 | 0.00% |
| CNM | CORE & MAIN INC-CLASS A | $69.2M | 1,330,800 | 0.00% |
| EXLS | EXLSERVICE HOLDINGS INC | $66.8M | 1,574,133 | 0.00% |
| MIR | MIRION TECHNOLOGIES INC | $65.1M | 2,780,137 | 0.00% |
| ODD | ODDITY TECH LTD-CL A | $31.5M | 783,730 | 0.00% |
| NCNO | NCINO INC | $31.5M | 1,226,726 | 0.00% |
| QTWO | Q2 HOLDINGS INC | $28.4M | 393,041 | 0.00% |
| CALX | CALIX INC. | $27.7M | 523,261 | 0.00% |
| ACLXGBX | ARCELLX INC | $21.9M | 335,500 | 0.00% |
| WAL | WESTERN ALLIANCE BANCORP | $20.7M | 246,208 | 0.00% |
| TWLO | TWILIO INC - A | $19.8M | 139,174 | 0.00% |
| PAR | PAR TECHNOLOGY CORP/DEL | $19.1M | 526,726 | 0.00% |
| SELECT MEDICAL HOLDINGS | SELECT MEDICAL HOLDINGS CORP | $18.8M | 1,266,887 | 0.00% |
| XZO | EXZEO GROUP INC | $10.7M | 442,568 | 0.00% |
| WSM | WILLIAMS SONOMA INC | $9.4M | 52,662 | 0.00% |
| CYTK | CYTOKINETICS INC | $8.7M | 137,597 | 0.00% |
| COHR | COHERENT INC | $8.5M | 46,186 | 0.00% |
| SOFI | SOFI TECHNOLOGIES INC | $7.6M | 291,690 | 0.00% |
| AS | AMER SPORTS INC | $6.9M | 184,045 | 0.00% |
| OKTA | OKTA INC | $6.7M | 77,959 | 0.00% |
| LUNR | INTUITIVE MACHINES INC | $6.5M | 402,922 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | $547.8M | 23,075,612 | 5.49% | +5% |
| FIX | COMFORT SYSTEMS USA INC | $343.9M | 249,385 | 3.45% | +1% |
| DOCN | DIGITALOCEAN HOLDINGS INC | $299.1M | 3,487,118 | 3.00% | +206% |
| BE | BLOOM ENERGY CORP- A | $213.6M | 1,576,258 | 2.14% | +1% |
| FCFS | FIRSTCASH HOLDINGS INC | $213.2M | 1,133,915 | 2.14% | +2% |
| DAVE | DAVE INC | $199.5M | 1,145,901 | 2.00% | +3% |
| SMTC | SEMTECH CORP | $175.9M | 2,287,529 | 1.76% | +2% |
| BW | BABCOCK & WILCOX ENTERPR | $170.5M | 11,603,688 | 1.71% | +9% |
| KRYS | KRYSTAL BIOTECH INC | $160.1M | 619,586 | 1.60% | +1% |
| QXO | QXO INC | $158.0M | 8,136,061 | 1.58% | +1% |
| KNX | KNIGHT-SWIFT TRANSPORTATION | $154.1M | 2,676,956 | 1.54% | +69% |
| GH | GUARDANT HEALTH INC | $121.0M | 1,310,065 | 1.21% | +34% |
| LSCC | LATTICE SEMICONDUCTOR CORP | $119.9M | 1,293,092 | 1.20% | +40% |
| PRAX | PRAXIS PRECISION MEDICINES I | $115.5M | 358,618 | 1.16% | +24% |
| PTCT | PTC THERAPEUTICS INC | $113.4M | 1,664,559 | 1.14% | +66% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | $3.8M | 21,659 | 0.04% | -95% |
| FRPT | FRESHPET INC | $3.7M | 62,982 | 0.04% | -88% |
| AXTI | AXT INC | $30.0M | 526,663 | 0.30% | -74% |
| MOD | MODINE MANUFACTURING CO | $40.3M | 185,818 | 0.40% | -64% |
| SENS | SENSEONICS HOLDINGS INC | $1.2M | 186,426 | 0.01% | -56% |
| EXP | EAGLE MATERIALS INC | $26.1M | 137,840 | 0.26% | -53% |
| UMAC | UNUSUAL MACHINES INC /US | $5.6M | 451,522 | 0.06% | -46% |
| CELH | CELSIUS HOLDINGS INC | $48.6M | 1,370,561 | 0.49% | -43% |
| ONDS | ONDAS INC | $92.8M | 10,261,811 | 0.93% | -41% |
| LTH | LIFE TIME GROUP HOLDINGS INC | $70.7M | 2,624,490 | 0.71% | -40% |
| PEGA | PEGASYTEMS INC | $41.5M | 975,621 | 0.42% | -39% |
| SITM | SITIME CORP | $70.0M | 202,750 | 0.70% | -24% |
| ACIW | ACI WORLDWIDE INC | $98.1M | 2,391,319 | 0.98% | -21% |
| ALM | ALMONTY INDUSTRIES INC | $61.2M | 4,224,675 | 0.61% | -19% |
| TTMI | TTM TECHNOLOGIES | $50.3M | 516,431 | 0.50% | -19% |
Largest 150 of 167 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | $547.8M | 23,075,612 | 5.49% | — |
| MTZ | MASTEC INC | $416.8M | 1,295,385 | 4.18% | — |
| FIX | COMFORT SYSTEMS USA INC | $343.9M | 249,385 | 3.45% | — |
| DOCN | DIGITALOCEAN HOLDINGS INC | $299.1M | 3,487,118 | 3.00% | — |
| XPO | XPO INC | $225.6M | 1,159,830 | 2.26% | — |
| BE | BLOOM ENERGY CORP- A | $213.6M | 1,576,258 | 2.14% | — |
| FCFS | FIRSTCASH HOLDINGS INC | $213.2M | 1,133,915 | 2.14% | — |
| DAVE | DAVE INC | $199.5M | 1,145,901 | 2.00% | — |
| LITE | LUMENTUM HOLDINGS INC | $193.7M | 275,623 | 1.94% | — |
| KTOS | KRATOS DEFENSE & SECURITY | $191.4M | 2,714,571 | 1.92% | — |
| SMTC | SEMTECH CORP | $175.9M | 2,287,529 | 1.76% | — |
| BW | BABCOCK & WILCOX ENTERPR | $170.5M | 11,603,688 | 1.71% | — |
| KRYS | KRYSTAL BIOTECH INC | $160.1M | 619,586 | 1.60% | — |
| QXO | QXO INC | $158.0M | 8,136,061 | 1.58% | — |
| KNX | KNIGHT-SWIFT TRANSPORTATION | $154.1M | 2,676,956 | 1.54% | — |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $130.6M | 249,511 | 1.31% | — |
| GH | GUARDANT HEALTH INC | $121.0M | 1,310,065 | 1.21% | — |
| CUBI | CUSTOMERS BANCO | $120.2M | 1,731,310 | 1.20% | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | $119.9M | 1,293,092 | 1.20% | — |
| PRAX | PRAXIS PRECISION MEDICINES I | $115.5M | 358,618 | 1.16% | — |
| PTCT | PTC THERAPEUTICS INC | $113.4M | 1,664,559 | 1.14% | — |
| INSM | INSMED INC | $112.6M | 688,554 | 1.13% | — |
| AAOI | APPLIED OPTOELECTRONICS INC | $107.9M | 1,275,519 | 1.08% | — |
| ALHC | ALIGNMENT HEALTHCARE INC | $106.7M | 6,054,477 | 1.07% | — |
| GVA | GRANITE CONSTRUCTION INC | $106.6M | 889,492 | 1.07% | — |
| KRMN | KARMAN HOLDINGS INC | $103.2M | 1,288,784 | 1.03% | — |
| SRRK | SCHOLAR ROCK HOLDING CORP | $100.8M | 2,049,679 | 1.01% | — |
| ENSG | ENSIGN GROUP INC/THE | $98.8M | 490,426 | 0.99% | — |
| OSIS | OSI SYSTEMS INC | $98.8M | 372,074 | 0.99% | — |
| U | UNITY SOFTWARE INC | $98.6M | 4,493,753 | 0.99% | — |
| ACIW | ACI WORLDWIDE INC | $98.1M | 2,391,319 | 0.98% | — |
| HCI | HCI GROUP INC | $96.4M | 623,801 | 0.97% | — |
| CAVA | CAVA GROUP INC | $95.4M | 1,179,441 | 0.96% | — |
| APG | API GROUP CORP | $95.1M | 2,346,561 | 0.95% | — |
| DNN | DENISON MINES CORP | $94.7M | 26,829,391 | 0.95% | — |
| BBIO | BRIDGEBIO PHARMA INC | $93.9M | 1,265,080 | 0.94% | — |
| ONDS | ONDAS INC | $92.8M | 10,261,811 | 0.93% | — |
| ATRC | ATRICURE INC | $88.9M | 3,117,545 | 0.89% | — |
| PTGX | PROTAGONIST THE | $87.4M | 829,285 | 0.88% | — |
| HUT | HUT 8 CORP | $86.5M | 1,843,582 | 0.87% | — |
| ESE | ESCO TECHNOLOGIES INC | $85.6M | 304,140 | 0.86% | — |
| OLLI | OLLIES BARGAIN OUTLET HLDG INC | $80.4M | 873,922 | 0.81% | — |
| RSI | RUSH STREET INTERACTIVE INC | $79.4M | 3,651,237 | 0.80% | — |
| USAR | USA RARE EARTH INC | $79.4M | 4,242,941 | 0.80% | — |
| RDNT | RADNET INC | $78.9M | 1,411,497 | 0.79% | — |
| SIG | SIGNET JEWELERS LTD | $71.9M | 849,167 | 0.72% | — |
| LTH | LIFE TIME GROUP HOLDINGS INC | $70.7M | 2,624,490 | 0.71% | — |
| SITM | SITIME CORP | $70.0M | 202,750 | 0.70% | — |
| TMDX | TRANSMEDICS GROUP INC | $69.6M | 699,770 | 0.70% | — |
| WSBC | WESBANCO INC | $69.5M | 2,013,953 | 0.70% | — |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $66.2M | 1,056,534 | 0.66% | — |
| RXO | RXO INC | $65.1M | 4,452,216 | 0.65% | — |
| AXSM | AXSOME THERAPEUTICS INC | $62.8M | 371,503 | 0.63% | — |
| RMBS | RAMBUS INC | $62.6M | 727,494 | 0.63% | — |
| KEX | KIRBY CORP | $61.7M | 464,322 | 0.62% | — |
| FIVE | FIVE BELOW | $61.4M | 268,808 | 0.62% | — |
| ALM | ALMONTY INDUSTRIES INC | $61.2M | 4,224,675 | 0.61% | — |
| FLS | FLOWSERVE CORP | $60.0M | 815,798 | 0.60% | — |
| UTI | UNIVERSAL TECHNICAL INSTITUT | $57.3M | 1,586,188 | 0.57% | — |
| FN | FABRINET | $56.9M | 109,117 | 0.57% | — |
| VSEC | VSE CORP | $56.3M | 305,287 | 0.56% | — |
| KRUS | KURA SUSHI USA INC CLASS A | $55.6M | 796,393 | 0.56% | — |
| SNDX | SYNDAX PHARMACEUTICALS INC | $55.0M | 2,354,285 | 0.55% | — |
| NBIX | NEUROCRINE BIOSCIENCES INC | $53.3M | 404,393 | 0.53% | — |
| LASR | NLIGHT INC | $52.6M | 922,979 | 0.53% | — |
| TGTX | TG THERAPEUTICS INC | $52.1M | 1,569,171 | 0.52% | — |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $51.2M | 907,187 | 0.51% | — |
| PLMR | PALOMAR HOLDINGS INC | $50.9M | 426,046 | 0.51% | — |
| TTMI | TTM TECHNOLOGIES | $50.3M | 516,431 | 0.50% | — |
| NUVALENT INC-A | NUVALENT INC-A | $49.2M | 479,998 | 0.49% | — |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $49.0M | 516,966 | 0.49% | — |
| HASI | HA SUSTAINABLE INFRASTRUCTURE | $48.7M | 1,323,910 | 0.49% | — |
| CELH | CELSIUS HOLDINGS INC | $48.6M | 1,370,561 | 0.49% | — |
| NOG | NORTHERN OIL AND GAS INC | $46.4M | 1,586,599 | 0.46% | — |
| XMTR | XOMETRY INC-A | $45.9M | 1,124,733 | 0.46% | — |
| SNDR | SCHNEIDER NATIONAL INC-CL B | $45.6M | 1,728,597 | 0.46% | — |
| TRNS | TRANSCAT INC | $45.1M | 614,554 | 0.45% | — |
| LOPE | GRAND CANYON EDUCATION INC | $44.6M | 262,557 | 0.45% | — |
| AXON | AXON ENTERPRISE INC | $43.2M | 101,762 | 0.43% | — |
| LB | LANDBRIDGE CO LLC-A | $42.9M | 621,075 | 0.43% | — |
| KNF | KNIFE RIVER CORP | $41.7M | 510,622 | 0.42% | — |
| PEGA | PEGASYTEMS INC | $41.5M | 975,621 | 0.42% | — |
| LIVN | LIVANOVA PLC | $40.5M | 636,540 | 0.41% | — |
| MOD | MODINE MANUFACTURING CO | $40.3M | 185,818 | 0.40% | — |
| TILE | INTERFACE INC | $40.2M | 1,612,087 | 0.40% | — |
| ENOV | ENOVIS CORP | $40.0M | 1,756,669 | 0.40% | — |
| RCAT | RED CAT HOLDINGS INC | $39.7M | 3,033,005 | 0.40% | — |
| BB | BLACKBERRY LTD | $38.5M | 11,876,552 | 0.39% | — |
| CLH | CLEAN HARBORS INC | $35.6M | 124,275 | 0.36% | — |
| BFLY | BUTTERFLY NETWORK INC | $34.8M | 8,620,848 | 0.35% | — |
| XENERGY REACTOR COMPANY | XENERGY REACTOR COMPANY | $33.5M | 2,304,559 | 0.34% | — |
| CRNX | CRINETICS PHARMACEUTICALS IN | $33.0M | 907,412 | 0.33% | — |
| GENI | GENIUS SPORTS LTD | $32.1M | 7,243,680 | 0.32% | — |
| AXTI | AXT INC | $30.0M | 526,663 | 0.30% | — |
| OKLO | OKLO INC | $29.2M | 589,294 | 0.29% | — |
| GFL | GFL ENVIRONMENTAL INC-SUB VT | $28.5M | 682,650 | 0.29% | — |
| SYM | SYMBOTIC INC | $27.9M | 524,415 | 0.28% | — |
| MIRM | MIRUM PHARMACEUTICALS INC | $26.4M | 285,384 | 0.26% | — |
| EXP | EAGLE MATERIALS INC | $26.1M | 137,840 | 0.26% | — |
| TER | TERADYNE INC | $26.0M | 87,770 | 0.26% | — |
| NRG | NRG ENERGY INC | $25.4M | 173,471 | 0.25% | — |
| CWH | CAMPING WORLD HOLDINGS INC-A | $25.2M | 3,695,046 | 0.25% | — |
| ATEC | ALPHATEC HOLDINGS INC | $25.0M | 2,300,899 | 0.25% | — |
| LPTH | LIGHTPATH TECHNOLOGIES INC-A | $24.4M | 2,435,763 | 0.24% | — |
| UAMY | UNITED STATES ANTIMONY CORP | $24.1M | 2,759,376 | 0.24% | — |
| TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $23.0M | 116,233 | 0.23% | — |
| SLDE | SLIDE INSURANCE HOLDINGS INC | $22.6M | 1,252,990 | 0.23% | — |
| MMED | MINIMED GROUP INC | $22.5M | 1,505,778 | 0.23% | — |
| YSS | YORK SPACE SYSTEMS INC | $21.9M | 988,510 | 0.22% | — |
| FTAI | FTAI AVIATION LTD | $21.7M | 88,628 | 0.22% | — |
| SLNOEUR | SOLENO THERAPEUTICS INC | $20.9M | 623,421 | 0.21% | — |
| RYTM | RHYTHM PHARMACEUTICALS INC | $20.9M | 239,912 | 0.21% | — |
| SN | SHARKNINJA INC | $20.6M | 194,328 | 0.21% | — |
| AR | ANTERO RESOURCES CORP | $19.6M | 461,353 | 0.20% | — |
| CRVS | CORVUS PHARMACEUTICALS INC | $19.5M | 1,335,109 | 0.20% | — |
| LODE | COMSTOCK INC | $19.2M | 6,284,958 | 0.19% | — |
| RKLB | ROCKET LAB CORP | $18.2M | 283,202 | 0.18% | — |
| WBI | WATERBRIDGE INFRASTRUC-CL A | $16.6M | 620,574 | 0.17% | — |
| AMPX | AMPRIUS TECHNOLOGIES INC | $16.0M | 949,147 | 0.16% | — |
| MKSI | MKS INC | $16.0M | 69,437 | 0.16% | — |
| HIPO | HIPPO HOLDINGS INC | $15.9M | 608,259 | 0.16% | — |
| LOVE | LOVESAC CO/THE | $14.3M | 970,897 | 0.14% | — |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $13.5M | 398,711 | 0.14% | — |
| KMTS | KESTRA MEDICAL TECHNOLOGIES | $13.1M | 655,877 | 0.13% | — |
| RL | RALPH LAUREN | $12.8M | 37,180 | 0.13% | — |
| BOBS | BOBS DISCOUNT FURNITURE | $11.1M | 947,984 | 0.11% | — |
| CW | CURTISS WRIGHT CORP | $10.7M | 15,643 | 0.11% | — |
| RDDT | REDDIT INC-CL A | $10.5M | 77,832 | 0.11% | — |
| DKNG | DRAFTKINGS INC - CL A | $9.8M | 454,105 | 0.10% | — |
| MWH | SOLV ENERGY INC-CL A | $9.4M | 312,255 | 0.09% | — |
| URG | UR-ENERGY INC | $9.3M | 6,234,841 | 0.09% | — |
| EKSO BIONICS HOLDINGS IN | EKSO BIONICS HOLDINGS INC | $8.9M | 133,636 | 0.09% | — |
| NHC | NATIONAL HEALTHCARE CORP | $8.9M | 55,874 | 0.09% | — |
| VIK | VIKING HOLDINGS LTD | $8.3M | 112,754 | 0.08% | — |
| EXE | EXPAND ENERGY CORP | $8.3M | 75,404 | 0.08% | — |
| CARILOHA INC - PROMISSOR | CARILOHA INC - PROMISSORY NOTE | $8.0M | 8,001,421 | 0.08% | — |
| OFRM | ONCE UPON A FARM PBC | $6.8M | 418,131 | 0.07% | — |
| CCJ | CAMECO CORP | $6.8M | 62,655 | 0.07% | — |
| LYTS | LSI INDS INC | $5.8M | 313,650 | 0.06% | — |
| DWDPEUR | DUPONT DE NEMOURS INC | $5.7M | 124,038 | 0.06% | — |
| UMAC | UNUSUAL MACHINES INC /US | $5.6M | 451,522 | 0.06% | — |
| CIB | GRUPO CIBEST SA-ADR | $5.0M | 68,761 | 0.05% | — |
| ESTA | ESTABLISHMENT LABS HOLDINGS | $5.0M | 87,179 | 0.05% | — |
| SSII | SS INNOVATIONS INTERNATIONAL | $4.2M | 833,333 | 0.04% | — |
| BAP | CREDICORP LTD | $4.0M | 11,854 | 0.04% | — |
| IREN | IREN LTD | $3.9M | 114,065 | 0.04% | — |
| SGHC | SUPER GROUP SGHC LTD | $3.9M | 360,000 | 0.04% | — |
| TSEM | TOWER SEMICONDUCTOR LTD | $3.8M | 21,659 | 0.04% | — |
| FRPT | FRESHPET INC | $3.7M | 62,982 | 0.04% | — |
| GOOS | CANADA GOOSE HOLDINGS INC | $3.4M | 309,510 | 0.03% | — |
This table is the 150 largest positions by value, out of 167 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Hood River Capital Management LLC (CIK 1578177, accession 0001214659-26-006258). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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